What if you could boost your clients’ retirement nest eggs by $42,885 guaranteed - and absolutely free? You’d do it of course, but not without asking first: “What’s the catch?”
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Conventional wisdom suggests the best retirement plans carry no debt. But advisors need to take a more sophisticated view and put a premium on debt-enhanced liquidity
Assume your client has been told that other family members may qualify for benefits based on his SS record. However, the amount of benefits will be subject to the MFB.
